Tag: Private equity

Private equity firms now own nearly one-quarter of registered investment advisers’ assets under management, according to AdvizorPro.

Supporters say access to PE would allow participants the chance to enjoy higher returns, while naysayers stress that the asset...

The platform also provides services for private banks, alternative asset managers and private wealth advisers.

The SEC's Office of the Investor Advocate as previously highlighted potential risks for retail savers posed by the expansion of...

A Churchill Asset Management survey found PE firms remain cautiously optimistic about the outlook for dealmaking, exits and returns.

T. Rowe Price, Alpha Wave Global, and Temasek were among the investors in the insurance broker and financial services firm.

New research, focused on 19 of the 25 largest U.S. private equity-leveraged buyout families, argues private equity is riskier than...

In 2024, private equity returns declined to 3.8%, the third consecutive year in which the public markets outperformed the asset...

The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...

The lawsuit against Lockheed related to its PRT with Athene comes close on the heels of a similar suit against...

The regulator’s report on the accredited investor definition noted that many only qualify because of their DC plan assets.

Senators seek to stymie Americans’ retirement savings being invested in China and other "countries of concern."

DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement...

Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.

Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to...

Equity from Carlyle will be used to advance CAPTRUST’s M&A strategy in both wealth management and retirement, says CAPTRUST president.

Strongpoint will have more than 4,000 plans and $7B in assets under administration with the deal.

The combined Goldman capital infusion would add up to $1 billion, fueling growth plans for areas such as retirement and...

Two bills seeking to widen the pool of investors who can invest in private equity passed the House last week...